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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,580 | $110,551-96.8% | $80,741-95.6% | $167,536-97.9% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 22.34% | 120.57%-98.2pp | 87.30%-65.0pp | 478.82%-456.5pp |
| Employer contribution / active EE | $1,015 | $1,543-34.2% | $1,160-12.5% | $4,839-79.0% |
| Participant deferral / active EE | $2,926 | $2,870+1.9% | $2,145+36.4% | $6,342-53.9% |
| Admin fee / account holder | $19 | $4,547-99.6% | $3,380-99.4% | $12,315-99.8% |